See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,502 | $202,318-85.4% | $172,739-82.9% | $152,861-80.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.17% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $8,005 | $5,856+36.7% | $5,143+55.7% | $4,762+68.1% |
| Participant deferral / active EE | $6,871 | $5,948+15.5% | $5,198+32.2% | $5,850+17.5% |
| Admin fee / account holder | $78 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |